See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,449 | $58,512-41.1% | $84,015-59.0% | $72,985-52.8% |
| Participation rate | 68.6% | 61.2%+7.4pp | 69.0%-0.4pp | 69.5%-0.9pp |
| Annual return | 19.35% | 28.93%-9.6pp | 71.31%-52.0pp | 81.00%-61.7pp |
| Employer contribution / active EE | $483 | $1,163-58.5% | $1,983-75.6% | $2,440-80.2% |
| Participant deferral / active EE | $1,224 | $2,394-48.9% | $3,239-62.2% | $3,607-66.1% |
| Admin fee / account holder | $9,634 | $4,569+110.9% | $6,101+57.9% | $5,124+88.0% |